Keynote Presentations

Insight. Education. Empowerment.

Are you a wholesaler who wants to host a seminar for the advisors in your territory? Or are you a financial advisor who wants an engaging speaker for a client event?

You’ll get a high turnout and receive valuable information through our live seminars. Using the most advanced technology and visual backdrops, our engaging speakers will captivate your audience and provide insight and expertise around a variety of topics.

LINKEDIN
Learn the most powerful ways to use LinkedIn to market your business and land clients. Brendan Barca’s highly sought-after 5-Step LinkedIn Business Building Methodology will dramatically change the way you use LinkedIn, and deliver powerful results.
ZOOM / WEBEX
Digital platforms such as Zoom and Webex allow for seamless virtual video conferencing meetings and gatherings. The pandemic dramatically changed the way you meet with your clients and prospects. Brendan Barca’s virtual meeting trainings have been used by Broker/Dealers across the country.
MEDITATION / MINDFULNESS
Success as a financial advisor means more than just your expertise and sales acumen. It’s finding the right balance of motivation and self-awareness to achieve your goals. Mindfulness Researcher, Pema Sherpa, delivers meditation webinars that can equip you with the tools needed to help you use meditation as a catalyst towards high performance.
IMPLICIT BIAS
Unintentional subliminal beliefs or attitudes toward people without your conscious knowledge can affect your understanding, actions and decisions both in work and life. Through Pema Sherpa’s Mindfulness-Based Implicit Bias Workshops, you’ll improve the diversity and culture of your company.

Speakers

Brendan Barca

A magnetic and experienced financial services professional, consultant, speaker, and coach, Brendan Barca is the lead speaker for our webinars. He will engage your group with thought-provoking content and provide an immediate action plan to leverage technology for future success. From virtual selling and presenting to using platforms such as LinkedIn for business growth, Brendan offers a unique and fresh perspective on bringing financial services companies into the modern age.

Pema Sherpa

A native of Nepal, Pema Sherpa has been practicing and training in meditation for over two decades. She earned her Master’s Degree from Harvard University, studying mind-body relationships, and has since helped working professionals cultivate creativity, productivity and embody joy. Pema is passionate about teaching relevant and accessible mindfulness practice without stripping away its robust philosophical and scientific implications.

Testimonials

“That mediation webinar was the best 30 minutes I’ve ever spent on a Zoom call.”

– Morgan Stanley Advisor

“By far the best LinkedIn webinar I’ve watched (and I’ve watched quite a few).”

– Mandy A, Edward Jones

“Awesome (LinkedIn) presentation… it was outstanding! Rich with new ideas, actionable takeaways, tools and overall content.”

– Anna H, Financial Advisor

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